Free Assessment
25 questions across five dimensions. A clear-eyed diagnosis of where your practice stands — and what to focus on first. Takes about 5 minutes. You'll get a personalized report card in your inbox.
What You'll Be Assessed On
Each dimension scores a different layer of operational maturity — from how automated your compliance work is to how ready your team and data are for AI-powered delivery.
How much of your repeatable compliance work — bank recs, document collection, transaction coding, monthly close, client communications — is automated or ready to be.
Whether your outputs are standardized, quality-controlled, and structured in formats that AI can learn from and build on — or if every engagement is a blank page.
Whether your team has the skills, mindset, leadership support, and sharing habits to make AI adoption stick — or if it stays a one-person experiment.
Whether your firm's knowledge — SOPs, client context, coding logic, pricing frameworks, communication templates — is documented and structured enough for AI to use.
Whether you're positioned to shift from compliance billing to advisory delivery — with packaged services, client segmentation, proactive outreach, and value-based pricing.
Your Report Card
After you complete the assessment, we'll email you a detailed AI Readiness Report Card tailored to your specific answers. Here's what it includes.
Your practice gets a 0-100 score mapped to one of four maturity levels — Foundation, Awareness, Acceleration, or Transformation. You'll know exactly where you stand.
Each of the five dimensions gets its own rating with specific context about what your score means and where the gaps are.
We identify your highest-scoring dimension and your lowest — so you know what to protect and what to prioritize.
Personalized recommendations based on your maturity level and dimension scores — not generic advice, but a concrete path forward for your practice.
Your Move
Most practices know they need to do something about AI. The scorecard tells you exactly what — based on where your practice actually is, not where you think it is.